Katherine Lee

Katherine is a partner and fixed income research analyst at Brown Advisory where she is primarily responsible for tax-exempt credit analysis Prior to joining Brown Advisory, Katherine worked in public finance investment banking, and prior to that, financial advisory to transportation issuers. She graduated from Columbia Business School with Dean’s Honors.

Joey Cahalan

Joey is a portfolio manager working with private clients and institutions. Joey joined Brown Advisory in 2015 as part of the business development team after graduating from Loyola University Maryland. He completed his Master of Science in Finance at Loyola University Maryland in 2018.

Cameron Mathis

Cam is an equity research analyst focusing on the financial sector. Prior to joining Brown Advisory in 2018, he was an associate for the financial institutions mergers and acquisitions advisory group and an equity research associate for the financial institutions group with Evercore.

Laura Kirby

Laura is a private client relationship advisor at Brown Advisory. She is currently responsible for servicing multiple relationships for high-net-worth clients in the Washington office. Prior to joining the firm, Laura worked as a paralegal focusing on family related litigation, estate probate and trust administration.

Colin Kampfe, CAIA

Colin Kampfe, CAIA is a principal and associate portfolio manager at Brown Advisory. He manages balanced portfolios with our portfolio management team for private clients, endowments, and foundations. He also helps individuals and families define and create plans that support their long-term financial goals. Prior to joining Brown Advisory in 2018, Colin was an associate at Dimensional Fund Advisors. He earned his BBA at The University of Texas at Austin with a major in Finance in 2016.

Sanjeev Joshi, CFA

Sanjeev is an equity research analyst covering the healthcare sector. Prior to joining the firm, Sanjeev worked as an Investment Analyst at UBS Asset Management, covering Healthcare and Industrial sectors in their US and Asia Emerging Market teams. He earned his MBA at University of Chicago with a major in Finance in 2003.

Jack Hamed, CFA

Jack is a Principal and research analyst at Brown Advisory. He works with the Investment Solutions Group in New York, which performs manager research and due diligence, makes asset allocation recommendations, and creates and manages specialized partnership funds for individuals, family offices, endowments and foundations. He also works directly on a number of sophisticated family office and E&F client relationships, specializing in alternative investments. Prior to joining the firm, Jack graduated magna cum laude from Middlebury College, where he studied Economics and Psychology.

Leo Bruch

Leo Bruch is an Institutional Sales Associate based in the London office, where he is part of the International Business Development team.

Joining Brown Advisory straight after graduating from King’s College London, Leo has accrued experience in Asset Management, Venture Capital, Consulting and Fintech Startups through various internships.

Brad Dunn

Brad is a portfolio manager at the Boston office of Brown Advisory where he manages balanced accounts for families and institutional clients. Prior to joining the firm, he was a portfolio manager at BNY Mellon Wealth Management where he worked with families constructing portfolios to meet their long-term goals. Prior to this, Brad was an analyst at the Bostonian Group where he worked on designing incentive compensation plans for small businesses. Brad began his career at Arlen Corporation, a wealth management firm, where he worked on the analysis of client portfolios.

Olivia Chan

Olivia is a Private Client Relationship Advisor who joined Brown Advisory in 2018. She focuses on managing relationships with high-net-worth and complex individuals and families. Prior to joining Brown Advisory, Olivia was a Director at U.S. Capital Advisors and a Private Client Banker at J.P. Morgan Chase for 15 years. She earned her Bachelor Degree at Houston Baptist University with double majors in Business Administration and Business Management.

Subscribe to